Atlantic Private Wealth’s VanEck Gold Miners ETF GDX Stock Holding History

Atlantic Private Wealth’s Portfolio GDX Stock Details GDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,714	Closed	-$232K	–	115
2023 Q2	$232K	Sell	7,714 -3,400	-31%	-$111K	0.24%	32
2023 Q1	$360K	Hold	11,114	–	–	0.38%	23
2022 Q4	$319K	Hold	11,114	–	–	0.34%	31
2022 Q3	$268K	Hold	11,114	–	–	0.3%	34
2022 Q2	$304K	Hold	11,114	–	–	0.31%	32
2022 Q1	$426K	Hold	11,114	–	–	0.4%	21
2021 Q4	$356K	Buy	+11,114	New	+$355K	0.31%	28

Other funds holding GDX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Atlantic Private Wealth's GDX Position: Q3 2023 in Review

Atlantic Private Wealth sold out of VanEck Gold Miners ETF (GDX) in Q3 2023, closing a stake of 7,714 shares — an estimated $232K sold.

Atlantic Private Wealth first reported a position in GDX in Q4 2021 and held it in 7 quarters. The position peaked at $426K in Q1 2022. 708 funds tracked by Wall St. Rank hold GDX as of Q3 2023.

Atlantic Private Wealth reported no remaining VanEck Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
Atlantic Private Wealth sold 7,714 VanEck Gold Miners ETF shares in Q3 2023, an estimated $232K.
Atlantic Private Wealth first reported a position in VanEck Gold Miners ETF in Q4 2021 and held it in 7 quarters.
Atlantic Private Wealth's VanEck Gold Miners ETF position peaked at $426K in Q1 2022.
708 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2023.

Based on Atlantic Private Wealth's 13F filing for Q3 2023, filed 9 Nov 2023.